Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Biotech / Medical : Trickle Portfolio -- Ignore unavailable to you. Want to Upgrade?

To: nigel bates who wrote (16)	10/31/2000 12:35:28 PM
From: tuck	Respond to of 1784

nigel, >>Might PCOP make your list ? They're certainly not expensive at the moment, & have a very useful amount of cash.<< Since Peter considers ARQL a trickle play, then PCOP ought to be one, too. These two are competitors to some degree, aren't they? Which do we find a better value and most timely? ABSC, with its high throughput screening systems and recurring revenue business model for same, as well as a reagents business, and contract assay (via biofluorescence technologies) business, could also be qualified. It has solid support in the 30s and 40s. Currently 60, but the 52 week high was 140, and they haven't stumbled, just been revalued. Interesting that they are literally a stone's throw from Axiom (OK, it would take a pretty good arm). I wonder if they talk? Cheers, Tuck